A Quote That Really Ties The Room Together

A Quote That Really Ties The Room Together

The Delta variant continued to dominate the news cycle Friday. At least in the very near-term, market participants won't likely enjoy any respite from reports documenting the strain's spread, leaving investors to ponder its capacity to evade the vaccines and the potential ramifications for the global recovery. A study in Israel found that although the Pfizer vaccine was 88% and 91% effective at protecting against hospitalization and severe illness, respectively, its capacity to prevent infect
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17 thoughts on “A Quote That Really Ties The Room Together

  1. I am currently in France.
    Due to the French entrance requirement to have been vaccinated, or have a negative covid test/14 day quarantine, it seemed safer to fly to France, (since the other passengers are most likely vaccinated), than it did to take a domestic flight within the US (since I would have no idea if the other passengers have been vaccinated).
    When I got here, I purchased a foldable, e-bike and now I do not need any public transportation or a taxi. When I eat out- I choose an outdoor cafe. It is not hard to find an outdoor table because I have never seen Paris this empty. Evidently, starting August 1, I will need a Covid passport to go to any cafes- however, I doubt it will be strongly enforced, as Macron is now worried about “anti-Macron” sentiment. The suggested fines against businesses who do not verify that their patrons have proper documentation are being lowered.
    Paris is very empty but the Parisians don’t seem to mind.

    1. Emptynester

      Nice to see your report from Paris. I’m really glad I decided not to travel this year. At this point doesn’t look like next year is clear sailing yet.

    2. Have a great time, EN – and keep the comments coming at your leisure, adds nice color to come from someone in the field, ie, away from home…I was in Thailand in 2/2020 and returned home 8 days before the world shut down…was very illuminating then, and unfortunately I haven’t been anywhere else since…

  2. I believe the quote was said by both characters early in the movie. As for the pandemic, seems like the virus will be with us for a while given that parts of the developing world like Missouri are still unvaccinated. With that we will continue to have the tug of war in narratives.

    1. Well parts of Missouri are clearly not in the developed world, I kind of doubt if it’s even developing at all. Kind of hard to catch up if you’re proud of being behind. That would also describe Texas Louisiana Alabama Arkansas and Kansas.

      1. I used to live in Iowa (35 years) and am now in KC. We in IA used to joke that if the dumbest person in IA moved to MO it would raise the IQ of both states. It does seem that the folks here (both Kansas and MO sides of the border) do seem to be in some kind of race to the bottom of the US in general. Our governor is still fighting to make sure we don’t provide Medicaid for those in need, that we don’t need to be vaccinated, shouldn’t have our kids be protected from COVID, that we refuse government aid for roads and such, that we don’t accept the need to provide basic education for our kids, etc. To my knowledge MO may be the only state that will certify teachers who have no college degree, although there may be others on your list with the same deep insight.

        1. There’s certainly a reason why if you look on Zillow real estate prices are low in areas of my list. These people are anti-business anti people, anti history, anti-science and anti-government
          Not sure if there’s anything they are for.

          I was telling a guy today that the wealthy aren’t paying their taxes and the poor are having to pay the taxes for the wealthy. He explained how some billionaires and his family were paying taxes just like anyone else same percentage as I did. He also went on to say that we were prosperous 100 years ago. 100 years ago here in Colorado the government was using bayonet points to force workers to work and machine gunning them if they chose not to work. If that’s your definition of prosperity well that’s hell in my book. We were a third world country according to Europe a nobody.

          The guy was doing moving work moving people from place to place in the apartment, you think he was from a billionaire family? A billion lies family yes.

  3. With liquidity fuelled narrative apparently rock solid these days with US equities at ATH, I keep wondering whether the delta variant or COVID more generally would make it into a list of top 3 issues that would worry investors or have markets moved on at least as far as the US equity market is concerned. One might grant that there are regional idiosynchratic obvervations of impact but most interested on whether it is a gamechanger for the incessant crush of equity and credit risk premium?

  4. The Israeli data conflicts with data from other countries. One possible explanation is that in Israel, vaccinations were given earlier and hence their data could reflect vaccine efficacy declining over time, significantly for symptomatic disease but less so for severe disease. That would be consistent with what is known about declining antibody levels versus sustained T-cell response. A vaccinated person with lower antibody levels but sustained T-cell levels would be more likely to contract mild Covid but not more likely to develop severe Covid. The Israeli data will be watched closely as countries decided when to start giving vaccine boosters. A key aspect of the Israeli data that has not been reported is vaccine efficacy by date of vaccination – i.e. are they seeing declining efficacy for the entire vaccinated population or only for the earliiest-vaccinated population. This data has likely not been reported publicly, but presumably the Israelis are looking at it.

  5. Comments like the following simply make unvaccinated individuals more defensive and might decrease any inclination to get the vaccine: “Well parts of Missouri are clearly not in the developed world, I kind of doubt if it’s even developing at all. Kind of hard to catch up if you’re proud of being behind. That would also describe Texas Louisiana Alabama Arkansas and Kansas.”
    It turns out that Missouri is not one of the top five (“In the past week, the five states with the highest case rates — Arkansas, Florida, Louisiana, Missouri and Nevada”) hotspot states. It also turns out that CVS was not reporting vaccinations in Kansas and the fully vaccinated rate is 49.59% which is ahead of Iowa and lots of other states. Idaho has a very low rate of vaccination (37.03%) but nobody criticizes Idaho. (It seems that providing links to document remarks prevents comments from appearing here.) Commenting based on one’s prejudices rather than based on the facts seems counterproductive.

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